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who we are

Our Team

Financial services for individuals

Michael Pompian, CFA, CAIA, CFP

Founder, Chief Investment Officer

Financial services for individuals

Jack Dwyer, CFA

managing director

Financial services for individuals

Angela Pompian

VP Operations, Investment Advisor

Financial services for individuals

Lee Boudouris

Senior Associate

Financial services for individuals

Jocelyn Hillis

Senior Associate

Financial services for individuals

Corey Wangler

Investment Advisor

Financial services for individuals

Sam Caspersen

Trust & Estate Advisor

Financial services for individuals

Lisa Green

Investment advisor

Financial services for individuals

Agam Saluja

Intern